{"id":29245,"date":"2026-10-28T10:23:10","date_gmt":"2026-10-28T10:23:10","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29245"},"modified":"2026-10-28T10:23:25","modified_gmt":"2026-10-28T10:23:25","slug":"how-can-i-choose-the-right-segment-when-adding-a-lead-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-choose-the-right-segment-when-adding-a-lead-on-the-partner-portal\/","title":{"rendered":"How can I choose the right segment when adding a lead on the Partner Portal?"},"content":{"rendered":"\n<p>The segment decides which products your client can use once their account is open.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Leads &gt; Add Active Lead &gt; Choose Segment<\/p>\n\n\n\n<p><strong>Key points<\/strong><\/p>\n\n\n\n<ul><li>Broking + Mutual Fund: for clients who want to trade in stocks and also invest in mutual funds. A 3-in-1 account (bank, demat and trading) is opened. This is the option we recommend.<\/li><li>Mutual Fund: for clients who only want to invest in mutual funds.<\/li><li>If you are unsure, ask the client whether they plan to trade in stocks in the future.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3021],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29245"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29245"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29245\/revisions"}],"predecessor-version":[{"id":29247,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29245\/revisions\/29247"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29245"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29245"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}